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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,282 | $217,432-61.2% | $185,851-54.7% | $167,553-49.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.58% | 148.43%-134.9pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,577 | $6,357-43.7% | $5,569-35.8% | $6,343-43.6% |
| Admin fee / account holder | $766 | $19,820-96.1% | $16,245-95.3% | $12,316-93.8% |